Asia chip stocks jump as US-Iran truce reopens Hormuz

Asian technology and semiconductor shares rose on Wednesday as hopes of a ceasefire between the US and Iran, along with a possible reopening of the Strait of Hormuz. The move reflected a broader relief trade after President Donald Trump said he would delay any military action against Iran, while negotiations continued over conditions tied to… Continue reading Asia chip stocks jump as US-Iran truce reopens Hormuz

Why Anthropic is teaming up with Nvidia, Microsoft on cybersecurity

As the artificial intelligence space keeps growing into a larger behemoth every day, the giants are preparing for the next steps. Anthropic is making an alliance with Nvidia, Microsoft and many other technology giants to deal with the next wave of AI systems, which may become powerful enough to reshape cyber defences. Under a new… Continue reading Why Anthropic is teaming up with Nvidia, Microsoft on cybersecurity

Mideast conflict splits power markets; Japan, Korea most exposed

The Middle East conflict is fracturing global power markets, driving dramatically different outcomes worldwide based largely on each region’s generation mix and reliance on fuel imports. “Asia spot LNG prices have surged 94% and coal prices have increased 17-31% since the conflict began, yet the impact on electricity systems worldwide varies substantially,” analysts at Wood Mackenzie said in the… Continue reading Mideast conflict splits power markets; Japan, Korea most exposed

FTSE 100 futures jump 230 points as Europe set for higher open

European markets were poised to open higher on Wednesday after the United States and Iran agreed to a conditional ceasefire, easing fears of an immediate escalation in the Middle East and sending oil prices sharply lower. Futures indicators pointed to broad gains across the region, reflecting a global relief rally as investors reacted to signs… Continue reading FTSE 100 futures jump 230 points as Europe set for higher open

SK Hynix surges 15% as Samsung’s blowout profit lifts chip sector

South Korea’s SK Hynix climbed on Wednesday after Samsung Electronics flagged a stronger-than-expected first-quarter profit. The figure reinforced investor optimism that artificial intelligence spending will continue to support demand for memory chips even as supply remains tight. Shares of SK Hynix, South Korea’s No. 2 memory chipmaker, rose as much as 15% to 1,050,000 won,… Continue reading SK Hynix surges 15% as Samsung’s blowout profit lifts chip sector

Dow Jones slips as Trump Iran deadline looms; S&P, Nasdaq edge up

US stocks ended mixed on Tuesday as investors navigated heightened geopolitical uncertainty tied to President Donald Trump’s deadline for Iran to reopen the Strait of Hormuz, with late-session optimism helping broader markets recover from earlier losses. The Dow Jones Industrial Average fell 85.42 points, or 0.18%, to close at 46,584.46. Meanwhile, the S&P 500 rose… Continue reading Dow Jones slips as Trump Iran deadline looms; S&P, Nasdaq edge up

Cemtrex stock doubles on Navy deal—but why gains may not last

Cemtrex (NASDAQ: CETX) exploded higher on Tuesday after the company said “Invocon” – its subsidiary – has secured a Phase I contract with the US Navy. In its press release, CETX confirmed the agreement is tied to the Modular Mine Warfare Components program for the Naval Sea Systems Command (NAVSEA). Despite a meteoric run on… Continue reading Cemtrex stock doubles on Navy deal—but why gains may not last

Amazon’s $200B AI gamble worries investors—but analysts disagree

Amazon’s aggressive push into artificial intelligence is raising investor concerns over soaring capital spending, but analysts argue the strategy is aligned with surging cloud demand. As the company ramps up data center investments, metrics like backlog growth and improving productivity suggest the long-term payoff could outweigh near-term pressure on margins. AI spending concerns weigh on… Continue reading Amazon’s $200B AI gamble worries investors—but analysts disagree

Evening digest: Trump’s Iran deadline nears, oil surge shakes markets

Global markets remained on edge as US President Donald Trump escalated threats against Iran ahead of a key Strait of Hormuz deadline, while Russia and China vetoed a UN resolution aimed at reopening the vital shipping route, oil prices surged on supply disruption fears, and Bitcoin held firm despite broader market uncertainty. Trump’s Iran deadline… Continue reading Evening digest: Trump’s Iran deadline nears, oil surge shakes markets